If you have a pension plan, there’s a tricky decision you’ll be faced with as you near retirement. Will you take your benefits as a lump sum, or as a series of payments over time? For those leaning towards the former option, there’s some information you may want to have: That choice is a bit …
As the famous idiom goes, “In this world, nothing is certain except death and taxes.” And, while death may be a certainty, some taxes actually might not be. The tax implications of your charitable contributions and what you leave to your heirs might not be a concern you have thought about a lot. However, it …
A Tax-Smart Way to Leave Money to Charities and Your Family Read More »
President Biden has claimed this recent bout of inflation is only “transitory.” However, many people worry that this isn’t the case: Inflation may well be here to stay. So, then, we’re going to have to learn to live with it. You may be wondering: Is it possible to not just live with, but actually benefit …
How’d you like to get your share of $1.35 trillion? This is how much money was in the combined 24 million 401(k) accounts left behind at previous employers as of May 2021. You see, data from the U.S. Bureau of Labor Statistics shows that individuals who were born between 1957 and 1964 typically worked at …
Questions you make have asked yourself: What are stocks, how does the stock market work, and what are the potential dangers of investing in stocks? If you’re worried about these questions, you aren’t alone. Many people with limited financial experience are terrified of the stock market. This is due to the possibility of losing the …
Do annuities come with fees? This is a question that comes up often. Short answer: Some do, yes. However, others only come with fees when you select certain additional benefits, or if you violate certain terms of the contract. Importantly, whether you pay fees or not, and how much you pay, depends upon two factors: …
It’s important to stay skeptical of promises of sure things during unsure times. Is a simple and reliable investment really simple and reliable, or does it just appear that way because the world is spinning? Jason Zweig at the Wall Street Journal says “As Russia launches its blitzkrieg against Ukraine, my inbox brimmed with reports …
Don’t Make Hasty Decisions When Tensions are High Read More »
Recent changes within the stock market have acted as a warning to certain people. Specifically, Americans who are too old to be investing large amounts of money in the stock market. Many of these people are, unfortunately, unlikely to take that warning. You see, surprisingly, the market actually rose during most of the pandemics. And …
Do annuities come with fees? This is a question that comes up often. Short answer: Some do, yes. However, others only come with fees when you select certain additional benefits, or if you violate certain terms of the contract. Importantly, whether you pay fees or Fixed indexed annuities (FIAs) provide an interest rate to annuitants. …
Do annuities come with fees? This is a question that comes up often. Short answer: Some do, yes. However, others only come with fees when you select certain additional benefits, or if you violate certain terms of the contract. Importantly, whether you pay fees or not, and how much you pay, depends upon two factors: …
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Messina’s Wealth Management, LLC MS Lic #1503388
Messina’s Wealth Management, LLC
LA Lic #717402
Dominick Messina
LA Ins Lic# 222159
Dominick Messina
MS Lic #7176300
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**Our products offer a reasonable rate of return, over time.
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By contacting Messina’s Wealth Management, LLC MS Lic #1503388 / Messina’s Wealth Management, LLC LA Lic #717402 / Dominick Messina LA Ins Lic# 222159 /Dominick Messina MS Lic #7176300 you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.
